Discover A Purpose For Your Wealth

At CapTrust, we create a plan based on your priorities and values. That’s why, instead of starting with dollars and cents, we start with a discussion about the real riches in your life: family, friends, faith and service to others. Knowing what’s important to you enables us to not just give valuable advice, but invaluable insights into the best strategies that help you design a life well lived.

Wealth Planning

Are the solutions you have in place comprehensive and fitting for your needs to optimize your outcomes?
  • Financial Planning
  • Estate Planning
  • Tax Planning
  • Business Transition and Succession
  • Executive Equity Compensation Services
  • Insurance/Asset Protection
  • Philanthropic Planning & Guidance

Investment Management

Are you investing your resources wisely?

  • Asset Allocation Strategies
  • Market & Economic Insights
  • Custom Indexing
  • Alternative Investments
  • Private Equity Investments
  • Stocks, bonds, Mutual Funds & ETFs
  • Structured Notes
  • Real Estate

Life Guidance and Legacy Planning

What are your deepest values and highest life priorities?

  • Life & Family: Exploring Your Values, Purpose, Vision for Life, & Mission
  • Family Meetings: Casting The Vision & Executing Upon It
  • Multi-Generational Services: Preparing Heirs to support Ongoing Family Harmony & Success

Your Purpose and Life Interests + Our Strategic Planning = Powerful Results

Acquiring wealth, growing it and using it — there’s a lot to discuss, and a lot of options to consider. Let’s talk.

By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.